What are the custom fields? How I can work with them?
With MoneyPenny you can add more information about your clients by using ‘Custom fields’.
You’ll see this tab whenever you create or edit the Client (Dashboard ->Contacts -> Add Client or Edit existing one, scroll down to the Client Details:
For example, let’s assume you want to create a custom field named ‘Area of business’.
This means that the next time when you add a new client or edit an existing one, you can insert and save the ‘Area of business’ information on the client page.
By the way, ‘custom fields’ is also available from client’s profile on MoneyPenny – so your clients can add or change this information themselves.
How to add new ‘custom fields’?
Well, it’s very simple: go to Settings -> Preferences and the “Add a New Custom Field” button is right there. Type the name of your new field and you’re good to go. Yes, it’s that easy!
You can also get on the Settings page straight from the create/edit Client’s page, tab ‘Custom Fields’.
For now, you can add up to 10 custom fields. If you need more, just let us know and we’ll make sure you get all the support you need.
For any questions, the friendly MoneyPenny customer support team is here.